Retirement plan

ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN

Name: ANESTHESIOLOGISTS ASSOCIATED, PC - ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN (2024) Form 5500
Creator: ANESTHESIOLOGISTS ASSOCIATED, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN, ANESTHESIOLOGISTS ASSOCIATED, PC

ANESTHESIOLOGISTS ASSOCIATED, PCEIN 63-0577011Plan #003PY 2024

3104 BLUE LAKE DRIVE, SUITE 110 - BIRMINGHAM, AL 352431642205-977-1949

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$95.5M

+20.3% from 2023

Total participants

564

+10.8% from 2023

Average account balance

$186,088

+13.1% from 2023

Annual return

14.56%

-2.88 pp from 2023

Benchmarks

See 4,124 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,124 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$95.46M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$186K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

513

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

87.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$268

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07032	Advisory (Plan)	$55,500

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$137K

$334 / participant

Investment mgmt$137K100.0%

% of EOY assets

0.144%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BLACK & PINCKARD LLC
Auditor EIN: 260079381
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$186,088

$50,860+265.9%

$155,574+19.6%

$77,714+139.5%

Participation rate

87.6%

63.1%+24.5pp

78.2%+9.4pp

70.6%+17.0pp

Annual return

14.56%

34.86%-20.3pp

64.87%-50.3pp

31.26%-16.7pp

Employer contribution / active EE

$12,377

$1,991+521.7%

$4,676+164.7%

$2,727+353.9%

Participant deferral / active EE

$12,285

$2,825+334.9%

$5,629+118.2%

$4,649+164.2%

Admin fee / account holder

$268

$436-38.6%

$15,914-98.3%

$433-38.2%

Provider

Service type

Compensation

OSAIC WEALTH INC2 years

Service code 27 · EIN 93-0987232

10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07032

Advisory (Plan)

$55,500

ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion